Bookkeeping Client Offboarding

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About this template

This is an offboarding template created to walk an accounting manager through the necessary steps to offboard a recurring client that is going to no longer be working with our company.

Work type: Admin

Location: United States

Client industry: Generic

This template includes

  • 21 tasks
Immediate Tasks
Submit Approval Request to cancel client's monthly sales receipt charge.
BKPG Team Leader
Update Bookkeeper re: change in client status.
BKPG Team Leader
Update Bookkeeper's calendar to stop recurring appointment.
BKPG Team Leader
Update Client on any payroll services & schedules - provide billable training if needed
BKPG Team Leader
In Bookkeeping Analysis Data Spreadsheet - Change client status to "Archived" & add "Client End Date" & "Termination Reason"
BKPG Team Leader
Remove client from Annual Client Price & Service Review Project
BKPG Team Leader
Remove Client from Annual Client Survey Task Send Out Project
BKPG Team Leader
Remove Client from 6-Month Client Price & Service Review Project (if applicable)
BKPG Team Leader
Remove Client from 6-Month Client Survey Task Send Out Project (if applicable)
BKPG Team Leader
Stop any recurring client tasks or communication
BKPG Team Leader
Update all client FC Projects to be Non-Recurring
BKPG Team Leader
Ensure all billable work is invoiced.
BKPG Team Leader
Tasks after Last Client Service Date
Remove All Team Members' access to client passwords and app access
BKPG Team Leader
Remove Bookkeeper from client channel access in external tech stack
BKPG Team Leader
Remove Bookkeeper from Financial Cents client assignees
BKPG Team Leader
Remove Bookkeeper's QBO file access
BKPG Team Leader
Send Message Template: "Notice of Cancelled Services" to client, update highlighted areas
BKPG Team Leader
Add calendar task in one week to close all pending client communication tasks
BKPG Team Leader
Final Tasks
Bulk approve any changes in to uncategorized transactions
BKPG Team Leader
Submit Teams Approval Request to archive client project in QBO
BKPG Team Leader
Archive Client in Financial Cents
BKPG Team Leader

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